Occasional observations about markets, data, and the broader world.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 228 | Founded | 5 years ago | Last Issue | 25 days ago |
| Active | |||||
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campbellramble.aiLatest Issues
Initiate Ghost Protocol
Going dark for a while. Building.
Paid subscribers: your billing is paused effective today. Won’t be charging for silence. For those that paid annually, your clock gets paused as well.
I’ll still be reading. I’ll still be watching markets...
There Are Bonds in the Semiconductors
Bob Prince, CIO of the old shop, had the knack for coining phrases which were simultaneously extremely simple, and extremely profound. One of his best:
“There are bonds in the stocks.”
Campbell Ramble is a reader-supported publication. To...
Down Days
There are two kinds of down days. Down days that feel bad and down days that feel good.
Today was the latter.
Today’s piece will explain why, and why we added risk today rather than took chips off the table, even though we’re trying to tr...
Out of Oil
Last week, I was on a livestream on MTS, and the host asked me a question about oil in the context of hantavirus.
“Oil went negative during covid, is there a chance it could go negative with hantavirus?”
I laughed it off, and gave some an...
How to Short a Bubble
The other day I was talking to a friend at a hedge fund seeder, and he asked a question I’ve gotten a lot lately “how do you write so much?”
My answer was simple, “when I was at Lehman, there was a blog where I could say whatever I wanted,...
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Authors
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Founder @Rose.AI Previously at Bridgewater, Lehman.
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